Investment Q&A

• iShares S&P/TSX Global Gold Index ETF (XGD $53.96)
  • $53.96 P/E (TTM): 9.84X Cap: $3.98B
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• BMO Junior Gold Index ETF (ZJG $243.29)
  • $243.29 P/E (TTM): 2.97X Cap: $240M
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• SPDR Gold Shares (GLD $413.01)
  • $413.01 Cap: $150.18B
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Q: Hi,

I have a divided the amount I set aside for Gold (long time hold as a hedge against many variables) between GLD,XGD and ZJG. But the Junior Golds cost me money! Down about 12%. On GLD and XGD I am up. Will the Juniors see the light of the day soon? Or should one wrap up th e position and move it to XGD/GLD? Or your favourite PHYS?

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Read Answer Asked by Savalai on May 12, 2023

• Catalyst Pharmaceuticals Inc. (CPRX $24.15)
  • $24.15 P/E (TTM): 13.8X Cap: $2.98B
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Q: May i have your thoughts on this one? It released earnings last night which looked great but the stock is down 20% or so today and I'm now holding at a loss. I read the conference call transcript and I can't figure out why the market sent this one lower after what looked like a nice quarter with significant year over year earnings growth. I don't know what I may be missing. The same thing happened to me on Peri and Meli, which I thought had good earnings but fell the day after, only to recover a bit in the following days.

Thank you,

Jason

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Read Answer Asked by Jason on May 12, 2023

• BMO MSCI Emerging Markets Index ETF (ZEM $27.26)
  • $27.26 P/E (TTM): 6.09X Cap: $1.98B
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• Vanguard FTSE Emerging Markets ETF (VWO $53.66)
  • $53.66 P/E (TTM): 4.67X Cap: $103.07B
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Q: What will it take to make emerging ,markets be a top performer? Thanks Ron

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Read Answer Asked by Ronald on May 12, 2023

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.17)
  • $6.17 P/E (TTM): 24.24X Cap: $650M
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.10)
  • $5.10 Cap: $1.28B
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Q: Which do you prefer? Which is more protected from a possible dividend cut?

Thanks for your service!!!

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Read Answer Asked by Ozzie on May 12, 2023

• Kinaxis Inc. (KXS $175.28)
  • $175.28 P/E (TTM): 106.13X Cap: $4.96B
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Q: KXS appears to be doing everything right but the market already sees this and the P/E seems stratospheric. Is it too late to get on board, or maybe even time to sell?

Jack

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Read Answer Asked by John on May 12, 2023

• iA Financial Corporation Inc. (IAG $178.94)
  • $178.94 P/E (TTM): 14.43X Cap: $16.45B
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Q: Wondering if this a solid company to purchase for dividends, but also for some capital appreciation. If so, what purchase price do you recommend?

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Read Answer Asked by Brenda on May 12, 2023

• Colliers International Group Inc. Subordinate Voting Shares (CIGI $202.79)
  • $202.79 P/E (TTM): 63.95X Cap: $10.29B
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Q: Should I be concerned about the declines in office usage as reported in US and Canada. What does this portend for Colliers going forward through this rocky landscape

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Read Answer Asked by David on May 12, 2023

• Tamarack Valley Energy Ltd. (TVE $7.99)
  • $7.99 Cap: $393M
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Q: hi folks...opinion on Q results for Tamarek tve/t...good & bad...stock hit new 52 wk low on results....Buy/hold/sell...thanks, jb

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Read Answer Asked by John on May 12, 2023

• WSP Global Inc. (WSP $251.21)
  • $251.21 P/E (TTM): 36.67X Cap: $32.55B
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• Stantec Inc. (STN $130.98)
  • $130.98 P/E (TTM): 30.62X Cap: $14.79B
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Q: Hello, Both these companies reported solid results, after market yesterday, but their stock is dropping today. What would be a decent price to start a new position ? Thank You

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Read Answer Asked by rajeev on May 12, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; Would it seem logical for CTS to take the company private at these prices ? Thanks.
Rod

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Read Answer Asked by Rodney on May 12, 2023

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $87.75)
  • $87.75 P/E (TTM): 18.19X Cap: $15.08B
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• Stella-Jones Inc. (SJ $86.28)
  • $86.28 P/E (TTM): 14.02X Cap: $4.68B
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• Nutrien Ltd. (NTR $86.95)
  • $86.95 P/E (TTM): 50.64X Cap: $41.66B
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Q: I have room to add one materials stock to my portfolio. Which of the following or others would you prefer? Nutrien around $80; Stella Jones around $60 lately or CCL.B around $68?

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Read Answer Asked by Gerry on May 12, 2023

Q: Do you anticipate recession in 2023 - 2024 and what impact it would have on stock market in general?
Thank you
Miroslaw

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Read Answer Asked by Miroslaw on May 12, 2023

• CI Financial Corp. (CIX $31.99)
  • $31.99 Cap: $4.58B
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Q: ...cix popped

...my breakeven is 20

...should I bail...given industry weakness

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Read Answer Asked by D on May 12, 2023

• BMO Equal Weight US Banks Index ETF (ZBK $43.53)
  • $43.53 P/E (TTM): 12.24X Cap: $654M
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Q: 2 MONTHS AGO YOU RECOMMENDED CAUTION ENTERING ZBK. HOW WOULD YOU ANSWER THAT QUESTION TODAY?
thanks, Hugh

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Read Answer Asked by Hugh on May 12, 2023

• Superior Plus Corp. (SPB $7.11)
  • $7.11 P/E (TTM): 107.05X Cap: $1.58B
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Q: Your thoughts on SPB.TO and if positive a good entry point for accumulation.

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Read Answer Asked by Lawrence on May 12, 2023

• Royal Bank of Canada (RY $234.23)
  • $234.23 P/E (TTM): 16.14X Cap: $327.03B
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• Toronto-Dominion Bank (The) (TD $128.63)
  • $128.63 P/E (TTM): 10.94X Cap: $218.48B
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• Bank of Nova Scotia (The) (BNS $101.00)
  • $101.00 P/E (TTM): 24.6X Cap: $124.65B
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• Canadian Imperial Bank Of Commerce (CM $127.01)
  • $127.01 P/E (TTM): 14.94X Cap: $117.52B
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Q: Can you comment on how much exposure the Canadian banks have to commercial real estate in the US and Canada? It sounds like office towers are of particular concern. Could you also comment on residential mortgage risks. And how much impact it could have on the stock prices.
Thanks.

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Read Answer Asked by Brian on May 12, 2023

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: What is your assessment of the takeover of Absolute by Crosspoint partners? Can I assume that it is highly unlikely that there will be a competing bid? Would you therefore sell it now or wait for the shares to be taken up at the offer price?

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Read Answer Asked by Geoffrey on May 12, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I owned NVEI and sold out a short time ago. If I were to re-enter the stock, what do you feel would be a reasonable price range to begin accumulating at.
Thank You for your great service.

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Read Answer Asked by Clarence on May 12, 2023

• Nutrien Ltd. (NTR $86.95)
  • $86.95 P/E (TTM): 50.64X Cap: $41.66B
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Q: Is NTR a good hold? I held it for years and have gone round trip with price.

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Read Answer Asked by Dean on May 12, 2023

• Docebo Inc. (DCBO $30.40)
  • $30.40 P/E (TTM): 29.25X Cap: $876M
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Q: What is your view of the earnings report. It didn't look that bad.

Peter

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Read Answer Asked by Peter on May 12, 2023